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saas: Archive

Rajshree Sipani

Will Visa's Latest Innovations Deepen Its Competitive Moat?

V teams with OpenAI and expands AI, tokenization and stablecoin tools, aiming to stay central to digital commerce and future payments.

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Anirudha Bhagat

Zscaler Trades Near 52-Week Low: Time to Hold the Stock or Exit?

ZS nears a 52-week low as FY27 guidance signals slower growth, but AI security bookings, platform gains and a lower P/S support holding.

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Rajshree Sipani

Can Mastercard Benefit From the Launch of Mi Clip Wallet?

MA partners with Clip for Mi Clip, aiming to expand digital payments, boost inclusion and benefit as consumers shift from cash.

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Shreya Majumder

ONTO Stock Grows 174% in a Year: Does it Have More Room to Run?

ONTO surged 174% in a year as AI, advanced packaging and chipmaking demand grew. Can revenue above $1.3B in 2026 keep the rally going?

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Supriyo Bose

Celestica vs. IBM: Which AI Infrastructure Stock is the Better Buy?

CLS' AI-driven networking demand, fast 2026 growth forecasts and cheaper valuation edge make it look stronger than IBM despite margin pressure.

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Anirudha Bhagat

Salesforce Trades Near 52-Week Low: Time to Hold the Stock or Exit?

CRM trades near a 52-week low after a 33.8% YTD slide. Agentforce ARR soars, growth re-accelerates, and valuation looks cheap.

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Shreya Majumder

CoreWeave Stock Tumbles 34% in a Year: What Should Investors Do Now?

CRWV falls 34%, but booming AI demand, a $99.4B backlog and NVIDIA ties keep investors debating its long-term potential.

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Shreya Majumder

How Are Acquisitions Aiding ONTO to Broaden Its Technology Portfolio?

Onto is expanding through acquisitions and partnerships, adding X-ray, metrology and inspection technologies to boost growth and future revenues.

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